WAISC

WAISC Vancouver 2013 Agenda

For downloadable presentations please click on title or speaker highlighted in RED


Tuesday, November 12, 2013

7:30

CONFERENCE REGISTRATION AND BREAKFAST
Sponsored by: BANCORP FINANCIAL

 

 

8:00 - 8:05

OFFICIAL WELCOME
Helen Bilhete, Vice President, Sales, Radius Financial Education

 

 

OPENING REMARKS
Pat Bolland, Media Consultant

8:05 - 8:25

2013 INDUSTRY UPDATE: EXEMPT MARKETS: THE CHANGING LANDSCAPE
Craig Skauge, President & Founder, NEMA

  • Incorporating Exempt Market Products into retail/high net worth portfolios

  • Advantages and Disadvantages

  • The Intrigue of Illiquidity

8:25 - 8:55

2013 INDUSTRY UPDATE: HEDGE FUNDS: THE CHANGING LANDSCAPE
Bob Thompson, Vice President, Portfolio Manager, Alternative Investment Strategist, Canaccord Financial

  • Incorporating Hedge Fund Products into retail/high net worth portfolios

  • Advantages and Disadvantages

  • Want Returns? Choose Alternative Investments

8:55 - 9:30

HEAR FROM LEADING EXEMPT MARKET DEALERS ON HOW THEY NAVIGATE THROUGH THESE CHALLENGING TIMES - PANEL DISCUSSION

Kyle Jacober, Vice President Sales, Raintree Financial Solutions
Siddharth Rajeev, Vice President, Head of Research, Fundamental Research Corp.
Rick Unrau, President & CEO, Pinnacle Wealth Brokers Inc.

  • Sorting through the volume of investments that dealerships see

  • How to choose the right product

  • Learn about various support / systems / infrastructure that a strong dealership can offer

9:30 - 10:20

INTERNATIONAL FINANCIAL REPORTING STANDARDS (IFRS) FOR INVESTMENT FUNDS

Peter Hayes, Partner, National Director Alternative Investments Practice, KPMG LLP

  • IFRS becomes effective for most Canadian investment funds on January 1, 2014, however, we are already in the comparative period for which IFRS-compliant financial reporting will be required

  • The accounting standard setters, securities regulators, industry organizations and members of the investment management industry continue to work on key IFRS transition issues

  • This session will discuss the impact of the adoption of IFRS on investment funds in Canada and the direction being taken on key issues such as consolidation, debt vs. equity, and general presentation and disclosure matters

FATCA AND THE IMPACT TO THE FUND WORLD

Elaine Cheung, Partner, KPMG LLP

Russ Crawford, Partner, KPMG LLP

  • FATCA is a complex reporting and withholding regime enacted with a goal of achieving greater tax transparency by enforcing disclosure by certain non-US entities

  • These rules impose a 30% withholding tax on certain payments as a penalty to enforce compliance – this withholding is starting on July 1, 2014

  • This session will discuss how FATCA has a global impact on funds and what action steps funds should take now to be ready for FATCA

10:20 - 10:40

NETWORKING BREAK IN EXHIBIT HALL FOYER
Sponsored by: GRANT THORNTON LLP

 

10:40 - 11:35

CAPITAL INTRODUCTION / PRODUCT SHOWCASE

This quick-fire segment is your opportunity to hear 7 Managers discuss their products, theories and strategies.

 

11:35 - 12:15

2013 ALTERNATIVE ASSET CLASS REGULATORY UPDATE – PANEL DISCUSSION

Peter Hayes, Director, Alternative Investments Practice, KPMG
Michael White, President & CEO, IBK Capital Corp.
Jason Brooks, Partner, Borden Ladner Gervais LLP

 

  • Crowd Funding

  • Regulation of Derivatives

  • Investment Fund Manager Registration

 

12:15 - 1:20

LUNCH IN EXHIBIT HALL
Sponsored by: OLYMPIA TRUST COMPANY

 

 

1:20 - 2:00

MICs, REITs, REAL ESTATE & LAND
Peter Figura, Director, National Sales, Centurion REIT

  • What are they, is there a difference and how do they fit into a portfolio for true diversification

  • What are some advantages and disadvantages? Are there any tax benefits

  • How are they affected by inflation and interest rate movements and what is the risk to the investor

  • Due diligence issues to consider

  • Is the current REIT wave a concern?

2:00 - 2:40

OIL, GAS & ENERGY - PANEL DISCUSSION
Mehran Ehsan, President & CEO, Energy Resources Corp.

Barry Whelan, COO & Director, Energy Resources Corp.

  • How they fit into a portfolio for true diversification

  • Securing high quality energy producing assets

  • Investing in oil, gas & energy, advantages and disadvantages

  • Due diligence issues to consider

  • Hedging one’s investments in the sector

2:40 - 3:20

MY BEST NEW IDEA FOR INVESTING – PANEL DISCUSSION

Peter Klein, Advising Principal & Portfolio Manager, KCS Fund Strategies Inc.

Jordan Zinberg, Partner & Portfolio Manager, Donville Kent Asset Management

  • Hedge Funds Share Their “New Best Idea” For Investing

  • Hear Where They Think You Should Put Your Money Next

3:20 - 3:40

NETWORKING BREAK IN EXHIBIT HALL
Sponsored by: MILLER THOMSON

 

3:40 - 4:20

CAPITAL INTRODUCTION / PRODUCT SHOWCASE

This quick-fire segment is your opportunity to hear 5 Managers discuss their products, theories and strategies.

  • A2A Capital Services Canada Inc. Matthew Skerry, Vice President, Marketing

  • Donville Kent Asset Management Jordan Zinberg, Partner & Portfolio Manager

  • Energy Resources Corp. Mehran Ehsan, President & CEO

  • Forge First Asset Management Inc. – Andrew McCreath, Founder

  • 982 Media David Todd, Director of Sales

 

4:20 - 5:00

KEYNOTE SPEAKER: THOMAS S. CALDWELL, Founder & Chairman, Caldwell Securities Ltd.

REGULATORY STRANGULATION

We are now at a point where a major impediment to economic growth, job creation, innovation and business formation is regulatory strangulation within the financial services sector. The task of an investment manager is to identify a trend and work with it. The trend I plan to discuss, we must work against because of the existential threat it poses.

 

5:00 - 6:30

COCKTAIL RECEPTION IN EXHIBIT HALL

Sponsored by: KPMG

Remember to bring your business cards!

The not-to-be-missed Reception will provide you with crucial time to interact with key players in your industry as you enjoy a fine selection of cocktails and Hors D'oeurves.

 


*Please note that, while every effort will be made to present the program as advertised, speakers, topics and timing are subject to change due to circumstances beyond our control. *Radius Financial Education (“RFE”) is pleased to provide the Product Showcase segments of the Summit for industry gathering. RFE’s role is simply as a conference medium for hedge funds and alternative investments. RFE does not provide advice or investment recommendations and our facilitation of the Product Showcase segments of the Summit should not be misconstrued as a recommendation from RFE regarding investing specifically in any of the funds showcased.

 
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